Q4 2022 13F Holders as of 12/31/2022
-
Type / Class
-
Equity / S&P 500 ESG ETF
-
Number of holders
-
58
-
Total shares
-
3.44M
-
Shares change
-
+325K
-
Total reported value, excl. options
-
$126M
-
Value change
-
+$12.2M
-
Number of buys
-
34
-
Number of sells
-
-21
-
Price
-
$36.66
Significant Holders of SPDR SER TR - S&P 500 ESG ETF (EFIV) as of Q4 2022
56 filings reported holding EFIV - SPDR SER TR - S&P 500 ESG ETF as of Q4 2022.
SPDR SER TR - S&P 500 ESG ETF (EFIV) has 58 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.44M shares
.
Largest 10 shareholders include Integrated Wealth Concepts LLC (791K shares), Bank of Italy (771K shares), LPL Financial LLC (462K shares), Baltimore-Washington Financial Advisors, Inc. (159K shares), Koss-Olinger Consulting, LLC (127K shares), FLAGSHIP HARBOR ADVISORS, LLC (105K shares), PFS INVESTMENTS INC. (105K shares), RETIREMENT CAPITAL STRATEGIES (95.3K shares), Gradient Investments LLC (86.6K shares), and Blue Edge Capital, LLC (68.2K shares).
This table shows the top 58 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.